New England Professional Planning Group as of March 31, 2025
Portfolio Holdings for New England Professional Planning Group
New England Professional Planning Group holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 34.9 | $70M | 125k | 561.93 | |
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 24.4 | $49M | 769k | 63.72 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 18.5 | $37M | 636k | 58.35 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 8.7 | $17M | 167k | 104.57 | |
| Raymond James Financial (RJF) | 3.1 | $6.2M | 45k | 138.91 | |
| Ishares Tr Core Msci Total (IXUS) | 1.2 | $2.4M | 35k | 69.81 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.3M | 11k | 118.93 | |
| Apple (AAPL) | 0.6 | $1.1M | 5.1k | 222.16 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.0M | 4.4k | 236.24 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $958k | 8.3k | 115.95 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $895k | 11k | 85.07 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $771k | 2.8k | 274.84 | |
| Pfizer (PFE) | 0.4 | $744k | 29k | 25.34 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $685k | 4.0k | 170.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $631k | 1.2k | 532.58 | |
| Tesla Motors (TSLA) | 0.3 | $622k | 2.4k | 259.16 | |
| General Dynamics Corporation (GD) | 0.3 | $535k | 2.0k | 272.58 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $479k | 8.6k | 55.45 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.2 | $457k | 5.8k | 78.26 | |
| NVIDIA Corporation (NVDA) | 0.2 | $435k | 4.0k | 108.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $421k | 2.1k | 199.53 | |
| Cisco Systems (CSCO) | 0.2 | $420k | 6.8k | 61.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $413k | 739.00 | 559.39 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $385k | 820.00 | 468.92 | |
| Bank of America Corporation (BAC) | 0.2 | $381k | 9.1k | 41.73 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $374k | 2.9k | 128.96 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $350k | 1.4k | 245.30 | |
| Broadcom (AVGO) | 0.2 | $350k | 2.1k | 167.43 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $346k | 1.9k | 179.70 | |
| Chubb (CB) | 0.2 | $316k | 1.0k | 301.99 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $310k | 10k | 30.99 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $308k | 1.3k | 244.03 | |
| Analog Devices (ADI) | 0.1 | $295k | 1.5k | 201.67 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $290k | 2.2k | 132.46 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $288k | 798.00 | 361.09 | |
| Deere & Company (DE) | 0.1 | $278k | 593.00 | 469.35 | |
| Microsoft Corporation (MSFT) | 0.1 | $266k | 709.00 | 375.39 | |
| Abbvie (ABBV) | 0.1 | $262k | 1.3k | 209.52 | |
| McDonald's Corporation (MCD) | 0.1 | $257k | 824.00 | 312.37 | |
| International Business Machines (IBM) | 0.1 | $256k | 1.0k | 248.66 | |
| Wal-Mart Stores (WMT) | 0.1 | $256k | 2.9k | 87.79 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $239k | 780.00 | 306.74 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $236k | 4.5k | 52.41 | |
| Tetra Tech (TTEK) | 0.1 | $217k | 7.4k | 29.25 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $204k | 655.00 | 312.04 | |
| Lifevantage Corp Com New (LFVN) | 0.1 | $165k | 11k | 14.58 |
